0001104659-26-059198.txt : 20260512 0001104659-26-059198.hdr.sgml : 20260512 20260512122028 ACCESSION NUMBER: 0001104659-26-059198 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20260331 FILED AS OF DATE: 20260512 DATE AS OF CHANGE: 20260512 EFFECTIVENESS DATE: 20260512 FILER: COMPANY DATA: COMPANY CONFORMED NAME: KMT WEALTH MANAGEMENT, LLC CENTRAL INDEX KEY: 0002058235 ORGANIZATION NAME: EIN: 933744216 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-25419 FILM NUMBER: 26967149 BUSINESS ADDRESS: STREET 1: 2447 PACIFIC COAST HWY STREET 2: 2ND FLOOR CITY: HERMOSA BEACH STATE: CA ZIP: 90254 BUSINESS PHONE: 773-895-8962 MAIL ADDRESS: STREET 1: 2447 PACIFIC COAST HWY STREET 2: 2ND FLOOR CITY: HERMOSA BEACH STATE: CA ZIP: 90254 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002058235 XXXXXXXX 03-31-2026 03-31-2026 false KMT WEALTH MANAGEMENT, LLC
2447 PACIFIC COAST HWY 2ND FLOOR HERMOSA BEACH CA 90254
13F HOLDINGS REPORT 028-25419 000328911 801-130902 N
Karen Tatman Founder, CEO & CCO 773-895-8962 /s/ Karen Tatman Hermosa Beach CA 05-11-2026 0 17 184045208
INFORMATION TABLE 2 infotable.xml APPLE INC COM 037833100 494637 1949 SH SOLE 0 0 1949 BROADCOM INC COM 11135F101 244513 790 SH SOLE 0 0 790 CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI 14020W106 263195 6187 SH SOLE 0 0 6187 CAPITAL GROUP GBL GROWTH EQT SHS CREATION UNI 14020X104 343244 10286 SH SOLE 0 0 10286 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 6434491 90461 SH SOLE 0 0 90461 HOME DEPOT INC COM 437076102 204241 621 SH SOLE 0 0 621 ISHARES TR CORE S&P SCP ETF 464287804 1042091 8383 SH SOLE 0 0 8383 ISHARES TR CORE S&P500 ETF 464287200 65390893 100107 SH SOLE 0 0 100107 MICROSOFT CORP COM 594918104 549332 1484 SH SOLE 0 0 1484 NVIDIA CORPORATION COM 67066G104 245032 1405 SH SOLE 0 0 1405 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 295947 9559 SH SOLE 0 0 9559 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 212604 7311 SH SOLE 0 0 7311 STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 2155227 3314 SH SOLE 0 0 3314 VANGUARD INDEX FDS TOTAL STK MKT 922908769 93496225 291438 SH SOLE 0 0 291438 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2394383 4007 SH SOLE 0 0 4007 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1012767 20300 SH SOLE 0 0 20300 VANGUARD STAR FDS VG TL INTL STK F 921909768 9266386 120171 SH SOLE 0 0 120171